Peter Ramsey, Msm, Cima®️
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Peter Ramsey, Msm, Cima®️ Email & Phone Number

Investment Analyst Associate at CapSouth Wealth Management
Location: Dothan, Alabama, United States 8 work roles 2 schools
1 work email found @capsouthpartners.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Role
Investment Analyst Associate
Location
Dothan, Alabama, United States
Company size

Who is Peter Ramsey, Msm, Cima®️? Overview

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Quick answer

Peter Ramsey, Msm, Cima®️ is listed as Investment Analyst Associate at CapSouth Wealth Management, a with 21 employees, based in Dothan, Alabama, United States. AeroLeads shows a work email signal at capsouthpartners.com and a matched LinkedIn profile for Peter Ramsey, Msm, Cima®️.

Peter Ramsey, Msm, Cima®️ previously worked as Senior Investment Analyst at Capsouth Wealth Management and Sales Manager at Home Oil Company, Inc.. Peter Ramsey, Msm, Cima®️ holds Master Of Science - Ms, Management & Leadership from Troy University Dothan.

Company email context

Email format at CapSouth Wealth Management

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*@capsouthpartners.com
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AeroLeads found 1 current-domain work email signal for Peter Ramsey, Msm, Cima®️. Compare company email patterns before reaching out.

Profile bio

About Peter Ramsey, Msm, Cima®️

Hi, I’m Peter Ramsey, and what truly energizes me about my work at CapSouth is the opportunity to make a real difference in our clients’ lives. Every day, I’m able to apply my expertise to help individuals and families navigate the complexities of investment management, while helping guide them toward financial security and success. It’s incredibly rewarding to build trust with our clients and deliver results that exceed their expectations. Whether it’s helping a family plan for their children’s future or supporting retirees in enjoying their well-earned retirement, being part of their journey is what keeps me motivated.I joined CapSouth in November 2021, following a role as a Financial Advisor at Merrill Lynch, but my journey in finance started much earlier. I discovered my passion for business and finance while earning a Bachelor of Business Administration from Delta State University in 2002. Since then, I’ve been dedicated to continuous learning and growth. To deepen and develop my leadership skills, I earned a Master of Science in Management from Troy University’s Sorrell College of Business in 2018.More recently in 2024, I achieved another milestone by earning the Certified Investment Management Analyst (CIMA®) designation. This accomplishment reflects my commitment to excellence and my dedication to providing top-notch service to our clients. Crafting customized portfolios, guiding clients through their financial goals, and building meaningful connections—that’s what drives me in my work. Helping others achieve their dreams and witnessing the positive impact on their lives is truly fulfilling.

Listed skills include Budgets, Strategic Planning, Team Building, Customer Service, and 9 others.

Current workplace

Peter Ramsey, Msm, Cima®️'s current company

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CapSouth Wealth Management
Capsouth Wealth Management
Investment Analyst Associate
dothan, alabama, united states
Employees
21
AeroLeads page
8 roles

Peter Ramsey, Msm, Cima®️ work experience

A career timeline built from the work history available for this profile.

Sales Manager

Cowarts, Al

Moved to a Sales Manager role; in charge of motivating and leading a team of five outside sales people that has generated $65M+ in sales in 2018 YTD. Leads weekly sales meetings and provides ongoing training for team. Handles purchasing and reporting for the wholesale division; attends monthly leadership meetings. ➣ Supports reps on joint customer sales calls for opportunities that are operational related or require specific pricing. ➣ Tasked with spearheading an existing accounting and ERP software conversion.

Apr 2018 - Dec 2019

Wholesale Operations Manager

Home Oil Company

Dothan, Alabama Area

Promoted to oversee and manage 20+ employees across three plants, all within 30 miles of corporate HQ. Accountable for fuel sales, oil sales and distribution logistics; developed pricing for 250+ in-stock oil products for entire wholesale operation. Prepared detailed sales proposals for multiple sales people daily.➣ Achieved record company sales in FY’18, that included 100% sales growth in the last 2.5 years.➣ Conceptualized, developed and implemented numerous creative sales, marketing and business development strategies. ➣ Prepared financial analysis of acquisition opportunities and ongoing budget analysis of fuel, oil and transportation division; presented to senior leadership.➣ Managed fuel and oil integration/distribution logistics; maintained compliance records for the Alabama Department of Transportation.

Jan 2016 - Apr 2018

Plant Manager

Cowarts, Al

Hired to manage the plant at the corporate HQ in Cowarts, AL. Oversaw and managed five direct reports; in charge of fuel/oil truck delivery dispatching and all driver scheduling. Accountable for managing all invoicing, deliveries and sales into accounting system.

May 2014 - Jan 2016

Sr. Project Manager | Office Manager

M4 Development

Dothan, Alabama Area

Held dual role as a Sr. Project Manager and Office Manager for a growing residential development firm. Sourced raw materials using just-in-time (JIT) techniques and analyzed data to predict profitable development opportunity timeframes. ➣ Spearheaded the construction of up to 15 homes simultaneously from start to finish.➣ Collaborated and managed numerous subcontracting groups; oversaw and led contract negotiations, scheduling and warranties.➣ Accountable for back office financial needs of the firm; handled financial transactions, bank reconciliations, QuickBooks entries, tracking sales, and paying bills.➣ Oversaw ongoing quality control efforts related to materials and subcontractor work.

Jan 2013 - Apr 2014

Operations Manager

Wheelless Development

Dothan, Alabama Area

Key partner of a three-person company; in charge of managing the day to day operations of residential real-estate development firm. Coordinated and led various contracted teams of land planners, engineers, architects and homebuilders on multiple residential builds simultaneously in Dothan and Troy, AL.➣ Completed Phase I and Phase II of a large multi-phase land development project.➣ Managed contract provisions, negotiated land purchases, and oversaw all sales and marketing for a Phase III development product.➣ Created, analyzed and tracked budgets for several projects and spec houses; managed order adjustments and modifications.

Sep 2007 - Jan 2013

Project Manager

Wheelless Development

Dothan, Alabama Area

Sep 2006 - Sep 2007
Team & coworkers

Colleagues at CapSouth Wealth Management

Other employees you can reach at capsouthpartners.com. View company contacts for 21 employees →

2 education records

Peter Ramsey, Msm, Cima®️ education

Master Of Science - Ms, Management & Leadership

Activities and Societies: Outstanding Graduate Student Award (Academics, Leadership, Service), 2017 Delta Mu Delta National Business Honor.

FAQ

Frequently asked questions about Peter Ramsey, Msm, Cima®️

Quick answers generated from the profile data available on this page.

What company does Peter Ramsey, Msm, Cima®️ work for?

Peter Ramsey, Msm, Cima®️ works for CapSouth Wealth Management.

What is Peter Ramsey, Msm, Cima®️'s role at CapSouth Wealth Management?

Peter Ramsey, Msm, Cima®️ is listed as Investment Analyst Associate at CapSouth Wealth Management.

What is Peter Ramsey, Msm, Cima®️'s email address?

AeroLeads has found 1 work email signal at @capsouthpartners.com for Peter Ramsey, Msm, Cima®️ at CapSouth Wealth Management.

Where is Peter Ramsey, Msm, Cima®️ based?

Peter Ramsey, Msm, Cima®️ is based in Dothan, Alabama, United States while working with CapSouth Wealth Management.

What companies has Peter Ramsey, Msm, Cima®️ worked for?

Peter Ramsey, Msm, Cima®️ has worked for Capsouth Wealth Management, Home Oil Company, Inc., Home Oil Company, M4 Development, and Wheelless Development.

Who are Peter Ramsey, Msm, Cima®️'s colleagues at CapSouth Wealth Management?

Peter Ramsey, Msm, Cima®️'s colleagues at CapSouth Wealth Management include Donald Bolden, Clay Cook, Michael Holt, Valarie Weisiger, and Katherine Garman.

How can I contact Peter Ramsey, Msm, Cima®️?

You can use AeroLeads to view verified contact signals for Peter Ramsey, Msm, Cima®️ at CapSouth Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Peter Ramsey, Msm, Cima®️ attend?

Peter Ramsey, Msm, Cima®️ holds Master Of Science - Ms, Management & Leadership from Troy University Dothan.

What skills is Peter Ramsey, Msm, Cima®️ known for?

Peter Ramsey, Msm, Cima®️ is listed with skills including Budgets, Strategic Planning, Team Building, Customer Service, Contract Negotiation, Sales Management, New Business Development, and Sales.

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